David Roy, CFP

Investment Advisor

Who We Help

David's approach is to help families who are overwhelmed by their financial complexities and need professional, tailored guidance under one "umbrella". They range from young people starting their careers, pre-retirees, business owners, multi-generational wealth, to professionals who require assistance with their personal assets and co-ordinate their multi-faceted financial needs.

Everyone's path is different and we customize a solution to accommodate your path. David will help you